Norlee Group's EIN is 87-1233492.
Download the official 2024 Form 5500 (PDF) for Norlee Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Norlee Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL CAPITAL SERVICES, LLC | — | PHILADELPHIA, PA | RECORDKEEPER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | — | FAIRFAX, VA | INVESTMENT MANAGER | $36K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.5M | 98.8% | |
| PRINCIPAL REAL ESTATE INV US PROPER PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% |
